What departments does The Connable Office, A Cresset Company have?

The Connable Office, A Cresset Company has employees across 8 departments including Finance, Research, Operations, Military & Protective Services, Information Technology.

What is the largest department at The Connable Office, A Cresset Company?

The largest department at The Connable Office, A Cresset Company is Finance with 6 employees.

Where are The Connable Office, A Cresset Company employees located globally?

The Connable Office, A Cresset Company has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has The Connable Office, A Cresset Company's team size changed over time?

The Connable Office, A Cresset Company's team has decreased from approximately 25 to 24 employees based on available data.

The Connable Office, A Cresset Company Employee Directory

Financial ServicesMichigan, United States11-50 Employees

The Connable Office, A Cresset Company, is a small- to mid-sized financial services firm based in Kalamazoo, Michigan. With a history spanning more than a century, it serves multi-generational families of wealth and focuses on helping preserve family legacies.

Its services are delivered through an integrated set of offerings that includes investment management, estate planning and trust administration, personal and financial advisory, tax planning and compliance, foundation administration, and guidance on business and real estate matters, as well as individual retirement accounts. The firm targets families seeking to protect and transfer wealth across generations, addressing both current needs and long-term planning. In June 2024, The Connable Office was acquired by Cresset, marking a change in ownership and affiliation.

The Connable Office, A Cresset Company Global Highlights

North America
36

United States Of America
36

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

The Connable Office, A Cresset Company's Leadership

K. C.
Chief Financial Officer
Mobile Phone
Email
L. L.
Chief Investment Officer
Mobile Phone
Email
K. L.
Chief Investment Officer
Mobile Phone
Email
J. M.
President
Mobile Phone
Email
K. L.
Executive Managing Director And Chief Investment Officer
Mobile Phone
Email
J. B.
Executive Assistant To Executive Managing Director And Chief Executive Officer
Mobile Phone
Email
T. A. W.
Associate Director, Wealth Advisor
Mobile Phone
Email
K. B.
Managing Director & Trust Officer
Mobile Phone
Email

The Connable Office, A Cresset Company Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Business
Finance
Other

Contact profiles from The Connable Office, A Cresset Company

Name

Title

Contact Info

Location

Last Update

T. S.
Fiduciary Counsel
Mobile Phone
Email
Oct 23, 2024
S. S.
Investment Operations Associate
Mobile Phone
Email
United StatesMichigan
Feb 19, 2026
A. M.
Executive Assistant And Foundation Administrator
Mobile Phone
Email
United StatesMichigan
May 04, 2026
E. V.
Client Service And Foundation Specialist
Mobile Phone
Email
United StatesMichigan
Oct 19, 2025

Frequently Asked Questions

What is The Connable Office, A Cresset Company known for?

The Connable Office, A Cresset Company operates in the Financial Services industry. The company's main headquarters is located in 136 East Michigan Avenue Kalamazoo, Michigan 49007 United States. Explore The Connable Office, A Cresset Company's company overview page for more information.

What is The Connable Office, A Cresset Company's most common email format?

The Connable Office, A Cresset Company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Connable Office, A Cresset Company email formats with LeadIQ.

How many employees does The Connable Office, A Cresset Company have currently?

The Connable Office, A Cresset Company has approximately 26 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are The Connable Office, A Cresset Company's key employees and leadership?

As of May 2026, The Connable Office, A Cresset Company's key employees include:

Chief Financial Officer: K. C.
Chief Investment Officer: L. L.
Chief Investment Officer: K. L.
President: J. M.
Executive Managing Director And Chief Investment Officer: K. L.

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The Connable Office, A Cresset Company Employee Directory

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